Initial Communication sent after account is opened/setup: Demat account opening and setup confirmation
Regular communication: Any Fund/Securities transferred by client to the PMS account (inflow/outflow)
Quarterly report – Portfolio statement on quarterly basis, generally by 10th working day of following month.
Website Login – We provide website login facility for the client to the portal where they can check their latest holdings, transaction, dividend, interest statements etc
Audited report with relevant data for India tax filing provided by May each year. This includes details like capital gains, interest, dividends, TDS, securities at cost etc.
Under the PMS, the onus of income tax payable on capital gains, dividends, interest etc is on the investor.